ProPetro (PUMP)
Provides Permian completion services and mobile gas-to-power generation.
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Provides hydraulic fracturing, wireline, and cementing for Permian Basin operators, with hydraulic fracturing generating most revenue. PROPWR adds contracted, mobile gas-to-power services for oil and gas, industrial, and data-center customers, while the business remains tied to regional completion activity.
Provides hydraulic fracturing, wireline, and cementing services for upstream operators, with completion work concentrated in the Permian Basin's Midland and Delaware sub-basins. Its fleets support high-intensity well designs, including simultaneous fracturing, and combine conventional, dual-fuel, and electric-powered equipment. Wet-sand logistics from AquaProp complement the pressure-pumping operation.
Runs PROPWR as a second platform, installing mobile natural-gas-fueled generators at customer sites and selling turnkey power under usage- or time-based contracts. The service now supplies oil and gas, industrial, and data-center customers in the United States. Hydraulic fracturing remains the largest revenue source, so activity and pricing depend heavily on Permian operators' completion budgets and oil and gas economics; the power buildout also depends on equipment deliveries, customer contracts, and access to capital.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Morgan Stanley | Target | Target: — | Target: $13 |
| Aug 27, 2026 | Piper Sandler | Reiterate | Rating: —Target: $18 | Target: $15 |
| Aug 5, 2026 | Barclays | Reiterate | Rating: —Target: $14 | Target: $18 |
| Aug 3, 2026 | Stifel Nicolaus | Target | Target: $23 | Target: $20 |
| Jul 30, 2026 | Piper Sandler | Reiterate | Rating: —Target: $20 | Target: $18 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $784.0M · Total debt $857.9M · Total assets $2.06B · Shareholders' equity $957.4M
- Revenue
- $305.8M
- Operating income
- −$4.8M
- Net income
- −$8.1M
No dividends on record.
| Institutions | ≈ 118.14% | 145.11M shares | |
|---|---|---|---|
| 285 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 7.08% | 8.70M shares | |
| 16 holders · as of Sep 8, 2026 | |||
| Adds to | 125.22% | ||
122.82M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 125.22%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.41% | 9.11M | as of Jun 30, 2026 |
Sourcerock Group LLCInstitution | 6.28% | 7.71M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.57% | 6.84M | as of Jun 30, 2026 |
Jesús Alonso VillarónInsider | 5.24% | 6.44M | filed May 28, 2024 |
D. E. Shaw & Co., Inc.Institution | 4.91% | 6.03M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | G. Larry Lawrence | director | −35,831 | $11.16 |
| Aug 4, 2026 | Adam Munoz | officer: President and COO | −70,696 | $11.17 |
| May 20, 2026 | Exxon Mobil Corp | 10 percent owner | −16,600,000 | $16.66 |
| Nov 14, 2025 | Adam Munoz | officer: President and COO | −17,230 | $10.14 |
| Oct 31, 2025 | Michele Vion | director | −6,916 | $10.64 |
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- RPC
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ProPetro | $10.32 | +1.53% | $1.25B | — | 60.4 | 1.1 | −6.2% |
| Liberty Energy | $18.81 | −0.21% | $3.08B | 25.4 | 380.8 | 0.7 | +14.0% |
| Halliburton | $33.29 | −0.31% | $27.89B | 17.5 | 13.1 | 1.2 | +3.7% |
| Patterson-UTI Energy | $11.47 | +0.45% | $4.34B | — | 65.3 | 0.9 | +0.7% |
| ProFrac | $4.90 | −1.31% | $897.4M | — | — | 0.5 | −0.8% |
| Solaris Energy Infrastructure | $67.66 | −2.07% | $4.23B | 81.1 | 40.8 | 5.6 | +46.9% |
| RPC | $5.82 | +2.38% | $1.26B | 57.1 | 22.3 | 0.7 | +9.5% |
| Kodiak Gas Services | $56.95 | +1.26% | $5.68B | 65.4 | 22.2 | 4.1 | +21.2% |
| Atlas Energy Solutions | $12.96 | −2.34% | $1.66B | — | — | 1.6 | +1.6% |
| Median | 57.1 | 31.5 | 1.1 | +6.6% |